Institutional Ownership Ishares Tr Us Broker Dealers & (IAI)
This table provides information about the institutional ownership of Ishares Tr Us Broker Dealers & (IAI). We have compiled data on the 167 institutions that hold shares in the stock, with a total of 9.07 Million shares, which have been reported (via 13F filing form) to have a value of $1.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
3,379
shares
|
$511,884
0.05% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
3,333
shares
|
$504,916
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
3,096
shares
|
$469,013
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,078
shares
|
$466,286
0.06% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Alpine Woods Capital Investors, LLC
|
Nov 12, 2024 Q3 2024 |
3,000
shares
|
$454,470
0.06% of portfolio
|
Q4 2020
Reduced 71.43%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
2,988
shares
|
$452,652
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
2,899
shares
|
$439,169
0.0% of portfolio
|
Q3 2024
Added 26.26%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
2,876
shares
|
$435,685
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wbi Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
2,845
shares
|
$430,989
0.09% of portfolio
|
Q3 2024
Added 13.03%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
2,604
shares
|
$394,479
0.03% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
2,534
shares
|
$383,875
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2024 Q3 2024 |
2,510
shares
|
$380,239
0.17% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
2,504
shares
|
$379,330
0.03% of portfolio
|
Q4 2024
Reduced 7.16%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Oct 24, 2024 Q3 2024 |
2,500
shares
|
$378,725
0.35% of portfolio
|
Q1 2021
Reduced 37.5%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jan 17, 2025 Q4 2024 |
2,401
shares
|
$363,727
0.34% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
2,383
shares
|
$361,000
0.01% of portfolio
|
Q3 2023
Reduced 2.46%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
2,290
shares
|
$346,912
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
2,156
shares
|
$326,612
0.02% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
2,125
shares
|
$321,916
0.05% of portfolio
|
Q2 2024
Reduced 74.91%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
2,005
shares
|
$303,737
0.05% of portfolio
|
Q4 2024
Added 7.68%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
1,982
shares
|
$300,253
0.01% of portfolio
|
Q3 2024
Reduced 57.42%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,935
shares
|
$293,133
0.01% of portfolio
|
Q3 2024
Reduced 71.05%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
1,925
shares
|
$291,618
0.02% of portfolio
|
Q3 2024
Reduced 9.33%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,923
shares
|
$291,315
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
1,853
shares
|
$280,710
0.0% of portfolio
|
Q3 2024
Added 4.63%
|